Defined Benefit (Pension) · DOL Form 5500 · 2022

Lozier Corporation Pension Plan

Data updated 2026-08-11

$16M
Total assets
120
Participants
74th
Percentile by assets
$136,003
Avg per participant
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Official DOL plan name: Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust · Sponsored by Lozier Corporation · Nebraska · Manufacturing

$16M in assets, 120 participants

Lozier Corporation's Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust reported $16M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 74th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 74th percentile by assets (of 139,126 plans)
  • #13,143 in Manufacturing (20,602 peers)

Coverage in Nebraska

Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust covers 120 participants in Nebraska, about 22% of the average Nebraska filer (state average ~552 per filing). Assets: $16M.

$16M
total plan assets (2022 EOY)
120
covered participants
74th
percentile by assets (of 139,126 plans)
$136,003
avg assets per participant

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Participants vs Nebraska filers

In Nebraska, the average filing covers about 552 participants across 778 plans. Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust reports 120 participants - about 22% of that state average ($16M EOY assets).

Nebraska filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$16M
Net Income-$6M
Employer EIN470463247
Plan Effective Date1975-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lozier Corporation)

$310M$320M$330M$340M$350M 202220232024 $322M $329M ▲ +2.2%
Total plan assets by year, all Lozier Corporation plans on file
Year Plans Participants Total Assets
2022 3 2,564 $322M
2023 3 2,429 $343M
2024 3 2,214 $329M

Nearby Defined Benefit (Pension) Plans in Nebraska

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants

Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -1012345 Total assets ($B) Participants Lozier Corporation P…Pension Plan for Sal…Berkshire Hathaway C…Mutual of Omaha Reti…Retirement Plan for …The Restated Ag Proc…
Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust by total assets, not by location.

Frequently Asked Questions

How did Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust assets move in 2022?
Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust declined sharply - down 27.7% during 2022, from $23M to $16M. Reported net income was -$6M.
How have Lozier Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Lozier Corporation's sponsor-wide assets grew 2.2%, from $322M to $329M.
Which Defined Benefit (Pension) plans are similar in size to Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Destileria Serralles, Inc. Puerto Rico Pension Plan in PR ($16M, 84 participants).

Next read for Lozier Corporation Pension Plan for Scot…

Filing takeaways

Ways to act on Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust's numbers.

  • By total assets, Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Nebraska. Compare plans
  • Lozier Corporation's sponsor-wide assets have grown 2.2% since 2022 across 3 plan years on file. More Manufacturing plans